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. betting against a company where the most important product it has is being taken out of service because of the danger to humans and the buyers of your product are furious at you, because are you costing them millions of dollars a day? how about if your wagering that a stock is going to get crushed and you wake up to find the biggest product recall in history, mandated by the most important safety agency on earth? would you bet against that stock is a short sell? you think stock would be down 5%, 10%, 20%, maybe cut in half? pretty realistic, right? how about if the stock is bowing and it actually rallied on the faa ban today? almost a dollar for heaven's sake. the faa news turns out to be a buying opportunity. what would you say if you were short this tire and it rallied 10% during the hideous separate of bad news about its jumbo dreamliner and the stock only couple points off the 52-week high? you know what you would say? you would throw up your hands and scream i give up. go buy the boeing back if it isn't going to fall in the horrendous parade of bad news, what the heck will bring th
, but then they panned it, got fired immediately after it, and in a weird ending of his tenure. i bet the momentum that pandett it gave the bank continues and the story is calming down. after it closed thursday we get results from capital one. you want a great growth opportunity? i bet capital one is one of the best we hear from. terrific credit card franchise augmented by the recent acquisition of banking assets from ing. i like this stock. then there's intel. what can intel do about the fact that personal computer saultz finished down 6% last year? a staggering decline. do nothing. the new ceo beckons and maybe something is missing. i don't think so, though. there's more to life than a good semi conductor company. my charitable trust prefers qualcomm. general electric reports on friday. this is a huge friday. i'm going to get fired up. get up at 2:30 really. used to the cnbc alarm clock. the bar has been set low by management at an analyst meeting last month. they said some things that were disappointing. i think that's terrific news from ge shareholders because it gives them a chance to beat ex
depot and frank blake, the management here has been taking share aggressively and i bet the post-sandy rebuild will be terrific for business. i see another fantastic year for the home despot. disney with remarkably resilient espn numbers. i think the stock can go up 10% from here easily. it's already started to recover, meaningfully from the so-called disappointing quarter. that fourth quarter rally in the financials gave new life to jpmorgan, american express, travelers the insurance company up 21%. i don't know if these can maintain that pace. i'm not as bullish. jpmorgan seems to fail at these prices. fail the stock, not the company. the company is doing fine. unless they are allowed to return to shareholders, my hope, i fear the company won't be able to repeat the performance. american express seems tapped out, prefer mastercard, visa and travellers is a fabulously run company. it's not one you expected expect to go up 21% over 21%. how about general electric? it advanced 17% despite downbeat chatter, analysts being too downbeat if you ask me. and an oil and gas kicker could
, yeah. i mean, it just coins money, this trade. so we're going to bet this is going to do it again. wednesday morning we get a major update from boeing. man, those guys must be just like wow, like they must be on all-nighters around the clock. i think if it weren't for the dreamliner problems we would have had the quarter to end all quarters and you would have had to have been buying it right into this quarter thought we could do for the charitable trust. and now they are going to have to quantify what i regard as the unquantifiable and i would steer clear particularly because the transportation board has said there are no quick or easy answers. every day they seem to give an interview to the press saying listen, that plane's not getting off the ground. hold off on buying. you really need aerospice that badly? you're jonesing for aerospace? united tengz. honeywell delivered one more fine quarter today. dave cody my next-door neighbor. that guy has money. anyway, wild one ahead from after the close. call koom rooney mcfadden, man. this is a company that is uniquely levered and link
, this trade. we're going to bet it's going to do it again. wednesday, we get a major update from boeing. those guys must be just like, wow. i think if it weren't for the dream liner problems, we get have been ahead. i would steer clear particularly because the transportation board said there no easy answers. that plane is not getting off the ground. you need aerospace that bad? go for united technologies. dave cody, my next door neighbor, that guy is money. after the close, qualcomm. qualcomm rooney mcfadden, man. this is a company that is uniquely levered and linked to and what we heard is you could argue that the smartphones from become saturated. now they're trading down, not even buying an expensive smartphone. it has to tell us because it's the semi conductor brain for so many of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it, but people do keep asking me. and please understand apple is going from growth stock to value stock and that's often an ugly jo
say a better bet is cvs, which is charlie victor sam, ordered a terrific fek quarter by preannouncing. s that a safer bet. >>> new year, new ideas. what worked last year may not necessarily work this year. washington shennanigans continue. focus on far-oriented stocks. those are the ones that are coming back to life. be right back. >>> >> announcer: coming up, locking in profit? the housing market has been heating up. tonight, he spotted some household brands with takeover potential. find out if it's a housing play worth moving into. and later, mack daddy no more? 2012 was a tough year for ap people. will it turn around to regain its throne as the stoke to own? don't miss cramer's take. plus, win with wireless? there's a spat of new stocks on the street. and many more coming in 2013. from cutting edge next generation wi-fi to cruise lines. has your ship finally come in? or will there be a disconnect? cramer's breaking down what it takes for these stocks to tick up, just ahead. all coming up on "mad money." don't miss a second of "mad money." follow @jim krzcramer on twitter. p send ji
. i wouldn't bet against alcoa. no matter what i need you to give a listen. clause tells you how each market is doing. he's brilliant and tells it to you in a witty way. it's the drol east german sense of humor perhaps. on wednesday we'll take a break from earnings and listen to walgreens symbol wag. the drug star, the cohort has been significant of late. i'm waiting for the multi country initiative now that the tiff with express scripps is in the rear-view mirror. given the strength of global markets its go international strategy might be just right for investors. by the way, the stores, i would sleep in them if they let me. they're fabulous. i like the story. thursday, oh, boy. oh, man. claymation death match coming. herbalife telling you why they are dead wrong for shorting it. to be fair it has to put up great numbers for years now. the ceo might be the most combative and passionate of any executive. i bet he takes the offensive against the most motivated to destroy a company which is the campaign by short seller bill akman to derail herbalife. where do i come down on this dispute
capital one. i bet we get one of the best quarters from one of the financials. and i like this stock. then there is intel. what can intel do about the fact that the personal computer sales finished down 6%, a staggering decline? do nothing. new ceo beckons and maybe something missing. i don't think so, though. more to life than a good yielding slow growing company. and i prefer broadcom. and a huge friday. everybody will really tired. not me. i about tired up. i will get up at 2:30, use the cnbc alarm clock. bar set low by management and it aisle ails me last month. i think it's terrific news for shareholders it gives the company a chance to beat. i think ge could be a standout next week. my charitable trust, big position, general electric. johnson controls comes in on friday, and last time this company spoke, they delivered sharply better than expected numbers, you know what? i still think the company should break itself up to bring up immediate value. that stock would go up 10 first if they would announce that on friday. schlumbe,slb for you home gamers. what can i say about slob?
, they plummeted. aubrey bet the company on the idea that natural gas would not only become the natural power generated fuel it is becoming overtaking coal, but it would also become a major surface vehicle fuel, the latter which makes so much sense, simply didn't happen or take off in time to boost chesapeake. aubrey is saying he's retired, but other sources are saying he was forced out. a victim of the ways that have always been his hallmark. but just at the exact moment when he departs, rich kinder, the dean of t complex in the u.s. swoops up the partner in pipelines in order to get more exposure to the transfer of, you guessed it, natural gas and natural gas liquids from the eagleford shale among others, two refineries that can turn fuel into plastic. kinder's saying the revolution that aubrey bet his company on is now upon us. aubrey didn't get there in time. i believe that chesapeake's decision to remove the man who has discovered more nat gas and liquids than anyone else on earth will mark the bottom in pricing for oil natural gas. kinder morgan knows they will need that pipe from the
you think that these companies are going to prove brilliant exit prices? no. i bet that this is one of these moments where the world economies are going to be better. i say that because it is the same batehavior i've seen over d over and over again. they are days to buy, not sell. in order to get into this bull market, here is the bottom line, i think this market is simply taking a snooze after a big bull run. but wakes itself up perhaps with my clock and if history serves me right, they go higher not lower and it is turned out that their evaluations ended up being catalysts galore. bob in florida, bob >> it is fwrat to tais great to. south florida by way of teaneck, new jersey. i'm calling about krispy kreme donuts. i sold it and forgot about it and now it seems like they reinvented themselves. the stock is up 70% since mid november and still trading. even talk about take over. >> i believe there is a turn going on. it has been ages since i looked at it. the last time i looked at it i chipped my tooth. i will do more work on it and see where this one can stop. nobody does know. rob
ago sprint was speculation, you bought the stock and betting the company would be able to turn around its business, clean up the balance sheet, or best of all, a takeover bid. and if you made that bet, it paid off big time under hesse's leadership, they have pulled off a fabulous turn around. got the hands on apple's iphone. it improved the balance sheet. then in october, something incredible happened. the big japanese tech firm announced it would invest $20 billion to get a 70% stake in sprint with the company paying $7.30 in cash upfront for 55% of sprint's outstanding shares. the soft bank deal was the catalyst we've been waiting for. thanks to this transaction, sprint will become a well-capitalized company that can truly compete against the likes of at&t and verizon. however, the soft bank deal also means a major part of the thesis has played out, man. come on, ca-ching ca-ching for somebody. sprint already caught a bid, it's not going to get another one. in other words, the reason for the stock's epic rally in 2012 are not going to repeat themselves in 2013. plus the story has so
of time to get a lead candidate, but they may have multiple lead candidates. and betting on the right one to go through the process is critical. it's a really big responsibility we have. we take it seriously. we enjoy the work, it's quite complex. but the drug companies have really honed down their pipelines. and as i said a moment ago, use smaller biotech companies as their discovery engines. and i think that's one of the reasons we saw more drugs be approved by the fda in 2012 than the prior year because they're much more focused than they used to be. the indications are much harder, the mechanism of action of the diseases is much more complicated. they're really honing in on the drugs that have the best potential to get to market. >> i think you save the system a lot of money. at the same time you do have government business. the government is trying to figure out what they should cut back. there's a lot of shortsighted things that would be cut back if we just went over the usual cliff. are you concerned about the government side of your business because it seems washington's run amuck
to press your bullish bets. >> tim? >> tsu. >> guy? >> blackstone, i think will it continue to be a great story. >> karen? >> mhp. liked it for the tweeter. liked it overall. >> pete? >> the beta trade continues to be research in motion. it's going higher. i think you have to switch over to the options. >> all right, thank you so much for watching. see you tomorrow for "squawk on the street" and "fast money" here again at 5:00 p.m. in the web extra, by the way, tweets for tim and pete get answered. meantime, don't go >>> aim i'm jim crimmer and welcome to my world. they are jr are nuts. "mad money," you can't afford to miss it. i'm cramer, welcome to "mad mone money". welcome to cramerica. call me. this week started off with the dow advancing 4.72%. i know companies and i know what to look for. when the biggest and well-known companies report the process is still mistified. i have to tell you what, this morning ver rverizon reported, so important, whether it be the hook ups or the subsidyies, thi quarter is immensely important. i shoot an e-mail out that says that i think it is important.
as many parents, and it just won't. smart investors are making a bet they can't wait for the third of the three washington incursions to be finished. once a big bad event is passed, the rick of responding floods in. now we're about to finish the third leg of the political steeplechase, and we will be given a level of certainty. you want to wait for those people to come in? it could be investing nirvana, a guy in brooklyn, cramer, smart guy. scared us with the election, scared us with the fiscal cliff and now scaring us with the debt ceiling. what are you going to scare us with about washington after that's over and you faked everyone out and got them to sell? i rolled my eyes, i defended myself, saying all three of threes issues are and are worthy of worry and i told people to stay the course, like he could care. he said, again, what washington horror story are you going to gin up, cramer? and i said impact on spending of higher taxes, coming affordable care act, instead i said wisely no, that's it. maybe it would be good if you focused on the stock market again. ouch! but it did g
of these blowhazard is ever going to let you see the returns after what i bet was a fiasco year what i can only call an alleged strategy of the not even a fault strategy. not even a strategy. why did risk on risk off lead you astray? the s&p 500 gained 13.5 last year. but 16% of you included reinvested dividends, we know for sure those who played the on/off switch game, the binary nan sense didn't get to reinvest the dividends whichy hugely important to the component of this this year's performance. some of these trading tailgunners may not have gotten anything to show for their difference. even as companies continued to raise higher and higher payouts, second the shorthand risk/no risk let you down entirely. let's take europe. what was risky? the bonds, stocks? bonds miraculous former stocks incredible, too. i guess if you flitted from risk on to risk off and back again, you sold low and bought high. pretty regularly. maybe daily. because the riskiest moments theoretically what were you supposed to avoid if you were playing risk off were the times when the biggest amounts of money were made. the no
. and as the bull market gets going, all the hedge funds that were net short. meaning they were betting on the stock to go down or under invested meaning they have less in stock and more in cash are now under performing and they are becoming more and more december operate. money managers who have been left behind by the market start to feel like cornered rats getting ready to be butchered by a feline. a lot of hedge funds cannot handle one year of under performance. i know this stuff, i was in it for 14 years. it takes a lot of build up good will with clients to have a good record to explain to them how you barely made any money at a time when stocks everywhere were soaring and still have a business by the time you are through with the explanation. you have to be careful, when the stocks are the strongest, many of the hedge-fund managers will plant negative stories in the press and try to take advantage of the media to spread as much negativity as possible to get stocks down so they can buy or because their shorts needs to work for them. so saw a lot of it in 2000 and ate, and 2009. it would be wond
of that trend. but it will switch focus. i bet the biggest gains will be in the regional banks like the ones we featured so many times on this show. first horizon, the well-run tennessee-based regional, or bb&t which could be a southeastern powerhouse this year. these companies have so many things going for them in 2013, chief of which, though, is the potential for actual revenue growth. we all know that this net interest margin bugaboo will be with us for some time if the fed keep the rates low. i'm predicting here and now the actual construction in small business lending by these banks could back -- could come back at the same time when the banks' investments that are on their balance sheets are resurgent, and the liabilities including the kind that bank of america put behind it today with its offloading of hard mortgages with fannie mae are now in the rearview mirror. i'm thinking liabilities meaning legal liabilities, not the deposits that they owe you. consider this the year when loan growth trumps the scant amount that may actually be made on each loan, although i think that's going to go
with microsoft stuff in them? you know what? i wouldn't bet against this company down here because the expectations are so low and the cash hoard so large that they've got more flexibility to do something. then friday, we get honeywell's results. maybe it's just summit, new jersey. bob hugens is a neighbor of mine, headquartered in the town i'm in. and dave cote is my next door neighbor. get google maps, you can figure out what to buy. he too might be challenged about what to do for an encore after honeywell's remarkable and well-deserved run. if this stock comes down at all next week, it's the one i want to buy ahead of the quarter. autos, aerospace, refining, commercial construction, climate controls. that's actually everything. that's why i want you in it. another one, buy this one ahead, that one ahead. next up is kimberly clark, slow and steady wins the race and so do pro-shareholder managements like kimberly clark's got. it's been one of my favorite stocks and now i think it's going to keep plodding higher, higher, higher. last but not least is warehouser. we said good-bye to
'm betting they can accelerate that, take that growth rate up after the spinoff. and that, by the way, has been what has happened to most of these spinoffs from the health care business. my view here, as long as you can get zoetis for less than $26, you need to get in on that deal. remember, though, we don't like to play in the aftermarket even with spinoffs. so if you can't get shares, don't try to snap this after it starts trading. keep your bat on your shoulder and wait for a pullback. it came back, a lot of these ipos have come back and only after they come back do we take our bat off the shoulder and do a swing. if you don't -- it's almost -- pitchers and catchers any minute. if you don't fancy taking a chance with zoetis, you can buy pfizer right here. that's a bunt. remember, pfizer's going to own 80% of the company and may distribute the remaining as a di dividend to the shareholders. this makes pfizer an even more attractive breakup story. the ceo ian reid, pfizer sold off the nutrition business to nestle for $9 billion last year. plus, pfizer's been cutting costs -- 3.6% yield, h
of earnings because i focus on the calls and a huge am was poured in, i like to hedge my bets, sell the etf and buy the best performers in the etf according to my earnings per share work. that way if the move takes a turn for the worse we get a large macro number that hurts our market or some weakness out of europe i can lose less than the people playing the game because i own the best and i am short the rest. sector analysis is important. beam confuse this gigantic group of stock which comprises more than 15% of the s&p 500 constantly. tech is a conglomeration of a whole group, semiconductors, software, cloud, internet, large scale enterprise, tech, telecommunications tech, infrastructure stocks, assemblers, i like to look at them, the companies i follow versus the individual sectors because it doesn't work. cloud stocks are highly valued. meaning the price earnings to growth rates are extreme. that means there is no room for error or hair as we call it meaning something is wrong. something that could upset the growth rate. in 2011 one of my favorites reported a magnificent quarter but gui
Search Results 0 to 46 of about 47 (some duplicates have been removed)